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Unitil
UTL

153 hedge funds and large institutions have $601M invested in Unitil in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

25% more capital invested

Capital invested by funds: $481M → $601M (+$120M)

13% more funds holding

Funds holding: 136 → 153 (+17)

5.53% more ownership

Funds ownership: 69.94% → 75.47% (+5.5%)

12% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 50

Holders
153
Holders Change
+17
Holders Change %
+12.5%
% of All Funds
2.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
44
Reduced
50
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$66.2M
2
Invesco
Invesco
Georgia
+$12.6M
3
State Street
State Street
Massachusetts
+$11.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$9.17M
5
Principal Financial Group
Principal Financial Group
Iowa
+$6.04M

Top Sellers

Rank Fund Capital Flow
1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$41.3M
2
FCM
Frontier Capital Management
Massachusetts
-$13.3M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$10.5M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.95M
5
ACB
Aristotle Capital Boston
Massachusetts
-$2.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
Adage Capital Partners
151
Adage Capital Partners
Massachusetts
– -$10.5M -230,000 Closed
California Public Employees Retirement System
152
California Public Employees Retirement System
California
– -$1.38M -30,100 Closed
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
– -$1.07M -23,499 Closed
Millennium Management
154
Millennium Management
New York
– -$726K -15,883 Closed
Boston Partners
155
Boston Partners
Massachusetts
– -$593K -12,987 Closed
D.E. Shaw & Co
156
D.E. Shaw & Co
New York
– -$564K -12,334 Closed
AIM
157
Aigen Investment Management
New York
– -$481K -10,518 Closed
DGHMC
158
Dalton, Greiner, Hartman, Maher & Co
New York
– -$351K -7,682 Closed
Tudor Investment Corp
159
Tudor Investment Corp
Connecticut
– -$331K -7,254 Closed
Squarepoint
160
Squarepoint
New York
– -$292K -6,390 Closed
SG Americas Securities
161
SG Americas Securities
New York
– -$113K -2,479 Closed
SFS
162
Sowell Financial Services
Arkansas
– -$49K -867 Closed
Macquarie Group
163
Macquarie Group
Australia
– -$24K -520 Closed
OIA
164
Optimum Investment Advisors
Illinois
– -$18K -400 Closed
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
– -$8K -177 Closed
MAM
166
Meeder Asset Management
Ohio
– +$269 +5 New
JFGIW
167
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– +$323 +6 New
PFBT
168
Parkside Financial Bank & Trust
Missouri
– +$323 +6 New
3 4 5 6
7

UTL Hedge Fund Activity: Q2 2021 in Review

153 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2021, worth a combined $601M — up 25% from $481M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UTL positions and 15 closed out — a net gain of 17 holders — while 44 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $66.2M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $41.3M.

  • 153 institutional investors held Unitil (UTL) as of Q2 2021, up from 136 in Q1 2021.
  • Funds reported $601M of Unitil stock for Q2 2021, up 25% quarter-over-quarter.
  • 32 funds opened new Unitil positions in Q2 2021 and 15 closed out, a net change of +17 holders.
  • The largest Unitil buyer in Q2 2021 was BlackRock, an estimated $66.2M added.
  • The largest Unitil seller in Q2 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $41.3M sold.

Based on aggregated 13F filings for Q2 2021.